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Need help on Docusign package / api

Ok, hard to help when you include no information...


That’s an interesting question, Sonal30 !

I think the following community members may be able to help 

@Tamil Arasu10 

@SakthiVel 


Hi ​@Sonal30 ,

 

To integrate DocuSign with Automation Anywhere A360, you have two main options:

✅ Option 1: Use the DocuSign Package from Bot Store

Automation Anywhere provides a DocuSign Package in its https://botstore.automationanywhere.com/bot/docusign-package

1

. This package simplifies the process of sending documents for signature and retrieving signed documents.

🔧 Features:

  • Send documents for signature
  • Track signing status
  • Download signed documents

🧰 Requirements:

  • DocuSign developer account
  • Integration Key (Client ID)
  • Private Key
  • API Username (User ID)
  • Base URI (e.g., https://demo.docusign.net/restapi for sandbox)

✅ Option 2: Use REST Web Services Package in A360

If you want more flexibility or the Bot Store package doesn't meet your needs, you can use the REST Web Services package to call DocuSign APIs directly

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.

🔐 Step 1: Authenticate with DocuSign

Use the JWT OAuth 2.0 flow to get an access token.

  • POST to:
    https://account.docusign.com/oauth/token
  • Include:
    • grant_type=urn:ietf:params:oauth:grant-type:jwt-bearer
    • assertion=<your_JWT_token>

📄 Step 2: Send Envelope (Document for Signature)

  • POST to:
    https://demo.docusign.net/restapi/v2.1/accounts/{accountId}/envelopes
  • Headers:
    • Authorization: Bearer <access_token>
    • Content-Type: application/json
  • Body: JSON with document, recipients, and tabs

📥 Step 3: Get Status or Download Signed Document

  • Use GET requests to endpoints like:
    • /envelopes/{envelopeId}
    • /envelopes/{envelopeId}/documents

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